Ep 53: How Executive Assistants Drive Growth and Efficiency

Episode 53: How Executive Assistants Drive Growth and Efficiency

Guests: Gina Cotner and Jennifer Tracy

Overview

Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, CPA with Dominion Enterprise Services, where we help financial advisors navigate income tax planning and compliance.

Today, I’m joined by Gina Cotner, founder and CEO of Athena Executive Services, and Jennifer Tracy, a seasoned entrepreneur and business leader. Together, they specialize in helping professionals leverage Executive Assistants (EAs) to optimize their time, efficiency, and business growth.

Key Takeaways:

✅ Unlock Growth with an Executive Assistant – Delegating low-value tasks to an EA allows advisors to focus on high-impact activities that drive business growth.
✅ Start Small and Build – Even 10 hours per week of EA support can make a big difference, allowing advisors to offload administrative work and scale as needed.
✅ Trust and Document Processes – Establishing clear workflows and trust ensures consistency and smooth transitions as teams evolve.
✅ Delegate Thinking, Not Just Tasks – EAs should be empowered to make decisions, reducing micromanagement and creating a true partnership.
✅ Tailored Support for Advisors – EAs familiar with financial CRMs, compliance requirements, and client-facing tasks help financial advisors deliver an exceptional client experience.

Connect with Gina & Jennifer

🌐 Athena Executive Services

Connect with Catherine

🔗 LinkedIn
📩 Newsletter
📧 admin@dominiones.com

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